Process and Tasks

Product Lifecycle Management




Added new Jira adapter

Added a new adapter to integrate with the Jira system, which can be used to create and update tickets.

Enhanced Google address adapter to validate service addresses using Google address services


Enhanced the Billing application by adding the ability to import and export customer billing accounts


Enhanced contracts by adding a subject field

Added a new Subject field in Contracts, displaying as contract title in search results.


Enhanced the Customers application to enable adding roles to contacts from the locations page

Added the option to choose an existing contact and add an additional role to them directly from a location, meaning that the role for that contact will be preset from that location.

Enhanced Customer configuration by adding the option to reuse the same email for multiple customers

Added new “Allow reusing email” option, enabling the same email to be used for multiple customers. Alternatively, disabling the option enforces a unique email for a customer.

Enhanced opportunity search page to include opportunity comments


Enhanced orders to display commitment terms next to prices

Enhanced user interface to display commitment period in all pages containing prices, such as order cart, quick search, while browsing catalogs, accessories and addons.

Enhanced supporting and dependent services to configure which services are standalone

Products and services can now be configured to require supporting services. Additionally, services can be set as supporting services, meaning that they cannot be purchased standalone. For example, a phone can be set to require purchasing supporting internet services, while internet services will be unavailable for standalone purchase.

Enhanced order decomposition to group supporting and dependent services into one service order.

When creating service orders, supporting and dependent services can be grouped together on one service order. For example, a TV and Internet service, which are dependent on each other, can be grouped into the same service order.

Enhanced order decomposition to group services with their devices into one service order

When creating an order which includes a service that requires a particular device, for example, internet services and a router, the service and related device can be placed into the same service order.

Enhanced cart to show price titles

The price title of a product or service will now be displayed when browsing products and in quick search.

Enhanced order decomposition rule grids to enable rearranging rule priority

Under order management in Configuration, decomposition rule rows can now be rearranged, meaning rule priority can be modified, as rules are executed according to the order they are placed in.

Enhanced quote configuration to display and hide “generate quote” button at specific statuses

Enhanced quote configuration to set when the “Generate Quote” option will appear or be hidden in the quote. This is helpful if, for example, a customer should not be able to generate a quote until the approval status has been passed, or no longer generate new quotes after customer approval.

Enhanced order rejections to allow deleting or moving all rejected items

Enhanced Add Address pop-up by adding the ability to search locations

A search function has been added to the Add Address pop-up allowing for a quick search of listed addresses.

Enhanced quotes by adding option to allow additional parties

In configuration quote type, an option for “allow additional parties” has been added, enabling other parties to be added to the quote for reference and optional notifications.

Enhanced order and quote titles by adding the ability to configure a display name

Added new “display name” option in configuration for order type, quote type and service type, enabling the customization of order and quote titles.

Enhanced order creation to enable adding related items

On the new order page there is now the option to add related items before creating the order; this enables the option to add or link other orders, quotes, subscriptions, opportunities or contracts as related items.

Enhanced Service orders by adding the ability to manage identifiers

In service orders, identifiers, which are used to manage identifying information such as order ID’s between various systems and applications, can now be added, edited or deleted.


Enhanced job failure notifications by adding the option to send emails

Enhanced message logs by adding correlation ID

Enhanced message logs by adding correlation ID’s in the summary panel and adding the ability to search by correlation ID.

Enhanced notes by adding a source field to specify the source of the note

When notes are created using third party systems, the system used can be specified in the source field.

Enhanced email notifications to support attachments

When creating an email notification, files can now be attached and sent as part of the email.

Enhanced related items to create and display custom relationship types

Custom relationship types can be created in configurator for each module and displayed in the related items panels.

Added new configuration to disable confirmation messages for system actions

In user preferences, there is a new option to disable confirmation pop-ups, for various archiving and process starting actions.

Enhanced exports by adding the ability to specify the export’s file name

Enhanced the add related items pop-up by adding search filters

Enhanced global calendars by adding support to set a default calendar

Calendars can now be set to default in the edit-calendar pop-up, making that calendar the default schedule in the application.

Enhanced global calendars to support work hours

Enhanced global calendars to set parameters for hours worked per week for the calendar.

Added Service Queue management to provide advanced service integration and error management capabilities

Functions supported by Service Queues include:

  • Asynchronous API calls: Requests to service queues processed asynchronously and distributed across clusters.
  • Rule based response processing: Configurable rules that can analyze API responses and determine appropriate actions.
  • Sending notifications: Sending SMS or email notifications to administrators when services require attention.
  • Creating tasks: Creating human tasks when determined that services or requests require attention.
  • Suspending or delaying services: Suspending particular services or delaying and retrying specific requests when external systems have issues processing calls.
  • Message correlation: Creating and using message correlation to pair calls to external systems with asynchronous responses received at a later time. Additionally, asynchronous responses can be sent back to the initiator of the service queue call using the correlation information.
  • BPMN process integration: Kloudville’s BPMN process engine provides support for using Service Queues.

Fixed extensions to set the parent context on extension action pop-up forms

Fixed a bug with extension forms, enabling the retrieval of parent context information.

Fixed user editing issue in the system realm

Fixed a problem in system realm where attempting to edit user profiles caused the profiles to be corrupted and disabled.

Fixed calendar date scrolling issue

Resolved an issue where scrolling the time on the calendar application caused the dates to change as well.

Process and Tasks

Enhanced BPMN processes enabling multiple versions

Enhanced human tasks by adding the option to have dynamic outcomes

Enhanced human tasks by adding the ability to auto-complete/cancel related tasks

Added related task completion conditions, enabling related tasks to be automatically completed or canceled based on task tags.

Enhanced BPMN process by adding support for global variables

Added the option to set global variables which are accessible to all processes in the same process tree.

Enhanced task completion by adding a new option to create custom scripts

Product Lifecycle Management

Enhanced PLM component initialize event to allow presetting default values

Added ability to preset default values using component initialize event before creating a component.

Enhanced PLM’s advanced project configuration by adding the ability to limit component access per project type

Added ability to limit access to certain components as according to the type of project, this is useful if, for example, during a project for a new product, the ability to delete or modify existing products can be enabled/disabled. Disabling this would prevent team members from making changes that are out of scope for the project.

Enhanced bundles to include specifications

Enhanced advanced PLM projects by adding option to hide teams

In PLM configuration, there is a new option for restricting editing on a project, when this option is selected, only the specified members of a particular team will be able to edit the project. Alternatively, disabling this option will hide the ability to add teams when working on a project.

Enhanced PLM by adding support for exporting and importing projects

In the PLM application, there is a new option to export and import PLM projects, enabling the migration of projects between different environments, and republishing these projects on different applications. For example, a project created in a local staging environment can be moved to a production environment and republished. Enabling changes made on one environment to show in the new environment.

Enhanced pricing table mapping to include charge categories in product catalogs.

Enhanced price table mapping to enable mapping charge categories embedded in product catalogs.

Enhanced product search by adding ability to search by UPC codes

Fixed an extension form refresh issue in PLM projects

Fixed an issue in which newly added extensions required refreshing the page to be visible.


Enhanced Solar by adding the ability to create custom sequences

Enhanced processes by adding the ability to validate an object transition from stage to stage

Implemented a set of events for progress-based objects (create, update, cancel, status change)

Enhanced related items by adding the ability to validate them prior to their addition or deletion


Enhanced subscription actions by adding support for adding or removing devices

Enhanced subscription management actions by adding new options for adding and removing devices on subscriptions.

Enhanced subscriptions by adding support for bulk imports

New import options have been added to sales orders to import/migrate subscriptions in bulk.